Leading Edge Financial Planning LLC: EPD position timeline

Leading Edge Financial Planning LLC held 16,730 EPD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,730 shares

   Change vs previous 13F +185 shares

   0.11% of the 13F portfolio, value $614,987.

   13F-HR 0001951757-26-001113 filed by Leading Edge Financial Planning LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,545 shares

   Change vs previous 13F +227 shares

   0.13% of the 13F portfolio, value $626,073.

   13F-HR 0001951757-26-000822 filed by Leading Edge Financial Planning LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 16,318 shares

   Change vs previous 13F +251 shares

   0.12% of the 13F portfolio, value $523,148.

   13F-HR 0001951757-26-000247 filed by Leading Edge Financial Planning LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 16,067 shares

   Change vs previous 13F +250 shares

   0.13% of the 13F portfolio, value $502,408.

   13F-HR 0001951757-25-001402 filed by Leading Edge Financial Planning LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 15,817 shares

   Change vs previous 13F +241 shares

   0.14% of the 13F portfolio, value $490,490.

   13F-HR 0001951757-25-000863 filed by Leading Edge Financial Planning LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 15,576 shares

   Change vs previous 13F -199 shares

   0.17% of the 13F portfolio, value $531,781.

   13F-HR 0001951757-25-000431 filed by Leading Edge Financial Planning LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 15,775 shares

   Change vs previous 13F +243 shares

   0.16% of the 13F portfolio, value $494,711.

   13F-HR 0001951757-25-000126 filed by Leading Edge Financial Planning LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 15,532 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $452,127.

   13F-HR 0001951757-24-001104 filed by Leading Edge Financial Planning LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).